Latest Institutional Transactions on Ssga Active Tr Spdr Ssga Us Se (XLSR)
This table provides information on the latest institutional transactions involving Ssga Active Tr Spdr Ssga Us Se (XLSR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.14KNew |
$95.8K - $107K
|
2.14K
$111K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11+ 0.18% |
$492 - $548
|
6.22K
$321K
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.01K- 10.29% |
$45.1K - $50.3K
|
8.79K
$454K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
412+ 34.8% |
$18.4K - $20.5K
|
1.6K
$82.4K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.13KNew |
$229K - $256K
|
5.13K
$265K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13K+ 45.66% |
$582K - $648K
|
41.5K
$2.14M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.31K+ 4.65% |
$238K - $265K
|
119K
$6.17M
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.13K- 49.66% |
$229K - $256K
|
5.2K
$269K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-181- 0.27% |
$8.1K - $9.02K
|
67K
$3.46M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
484+ 5.99% |
$21.7K - $24.1K
|
8.56K
$442K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.04K- 5.69% |
$91.3K - $102K
|
33.8K
$1.75M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 3.74% |
$940 - $1.05K
|
582
$30.1K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
445+ 0.44% |
$19.9K - $22.2K
|
100K
$5.19M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 2.69% |
$50K - $55.7K
|
40.4K
$2.09M
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.6KNew |
$385K - $429K
|
8.6K
$444K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-630- 5.18% |
$28.2K - $31.4K
|
11.5K
$596K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28.1K- 10.09% |
$1.26M - $1.4M
|
250K
$12.9M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.12K+ 140.17% |
$319K - $355K
|
12.2K
$630K
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9+ 0.06% |
$403 - $449
|
14.5K
$751K
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
15K+ 16.64% |
$670K - $746K
|
105K
$5.42M
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
181New |
$8.1K - $9.02K
|
181
$9.35K
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.7K+ 25.88% |
$480K - $535K
|
52.2K
$2.7M
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
7.45KNew |
$333K - $371K
|
7.45K
$385K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 4.78% |
$779K - $868K
|
382K
$19.7M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
23+ 0.08% |
$1.03K - $1.15K
|
29K
$1.5M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3+ 0.05% |
$134 - $150
|
5.7K
$294K
|
|
Q4 2023 | |||||||
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
429New |
$17K - $19.7K
|
429
$22.2K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.8K- 3.66% |
$190K - $220K
|
126K
$6.53M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.08KNew |
$161K - $187K
|
4.08K
$211K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118- 1.77% |
$4.67K - $5.42K
|
6.54K
$338K
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
13.5KNew |
$533K - $619K
|
13.5K
$696K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.48KNew |
$256K - $298K
|
6.48K
$335K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
322New |
$12.7K - $14.8K
|
322
$16.6K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-59- 35.33% |
$2.33K - $2.71K
|
108
$5.58K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
307+ 32.21% |
$12.1K - $14.1K
|
1.26K
$65.1K
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.88KNew |
$193K - $224K
|
4.88K
$252K
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.88K+ 35.19% |
$114K - $132K
|
11.1K
$572K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$246 - $267
|
2.92K
$151K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20.3K- 37.83% |
$834K - $905K
|
33.4K
$1.72M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.53% |
$82.1 - $89.2
|
378
$19.5K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.55K+ 7.91% |
$61.1K - $67.3K
|
21.2K
$1.09M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
443New |
$17.4K - $19.2K
|
443
$22.9K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.24KNew |
$49K - $53.9K
|
1.24K
$64.3K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
93New |
$3.66K - $4.03K
|
93
$4.8K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$47.7K - $52.5K
|
1.21K
$62.6K
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.73K- 33.29% |
$147K - $162K
|
7.48K
$387K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.45KNew |
$208K - $224K
|
5.45K
$282K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.39KNew |
$243K - $263K
|
6.39K
$330K
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
59+ 0.54% |
$2.25K - $2.43K
|
10.9K
$564K
|